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Smarter planning apps

for numbers-driven

companies

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Workforce Planning at TableauFinding time compression and process agility

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Erin HoffBusiness Analyst

Scott GuinnProduct Line Leader,

Workforce Planning

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We bring your data to life

Founded:

2003 in the labs of Stanford University

Headquarters:

Seattle, WA

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Business Operations

(“BizOps”)

Org structure

• Tableau Desktop 9.3.0

• Tableau Server 9.3.0

• Tableau Reader 9.3.0

• Tableau Online (cloud)

• Tableau Public (cloud)

• Tableau Vizable (mobile)

Development /

Engineering

Marketing

Sales

Operations

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…More accurate headcount

forecasting. And faster!

Problem you were

solving for?

• Needed better visibility into

headcount needs, modeling for:

• driver-based growth, new

initiatives, attrition

• Needed dashboards to be more

timely delivered

• Current process time consuming,

manual, spreadsheet-intensive

“Tableau lives for accurate data, but we still struggled to model and plan headcount and sales planning data.”

- Roya Williams

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Implementation

• Initial Build: 5 Months• Parallel Testing: 3 Months• Change management (goods and bads)

- Reduce process disruption, risk --Run processes in parallel

- Training- User adoption

• Any other challenges?

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Solution: Consolidator Data Map

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Business Operations

(“BizOps”)

Dashboards, reporting, & data

management

Dashboards / Reports

• Current HC

• Forecast HC

• Recruiter pipeline velocity

• Workday Import Templates

• Compensation Consult

Development /

Engineering

Marketing

Sales

Operations• Workday Data Change

Report

• Employee Movement

• Create New Position

• General QA Admin

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Results

• Better visibility into Actuals – leads to better forecasts

• Significant reduction in time for data consolidation,

system maintenance, reporting

• Process agility – we can do it ourselves!

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“Just knowing that with

Anaplan we are helping our

teams own their own data!”

Wow moment

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What’s Next?

Integration

• Early adopter testing for:

• Anaplan API integration

with Workday

• Web data connector

integration with Tableau

Anaplan for Finance

• Company-wide budgeting and expense planning process

Q A

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